What your team captures
Purchase order, received quantity and vendor bill.
crewTendMONEY & PURCHASING
Three-way matching
Compare bill quantities and prices with orders and receipts.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A purchase with an invoice and delivery.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
A purchase with an invoice and delivery
- Purchase order
- received quantity and vendor bill
Connected work record
Review the work
Compare quantities and amounts and flag a mismatch
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
A documented purchasing review
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Compare quantities and amounts and flag a mismatch.
What stays connected
A documented purchasing review.
Know what to expect.
Where does this fit in the workday?
Start with a purchase with an invoice and delivery. Compare quantities and amounts and flag a mismatch. The result is a documented purchasing review.
What needs to be configured?
Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED